Drexel Morgan & Co.

CIK

1508512

Location

RADNOR, PA

Portfolio Value

Small $142,287,044

Diversification

Diversified

Filing Date

Global Rank

#1,942 / 8,232 ▲ 207

Top Industry

Telecom Services 19.6%

3Y Alpha vs SPY

-6.1%

Period ended 3 months ago

Filed May 11, 2026 · 35d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+49.7%

SPY

+74.2%

Annualised alpha

-5.9%

Max drawdown

−12.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

56 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.5%

+1.6 pts

Top 5

50.3%

+0.4 pts

Top 10

70.7%

−2.9 pts

HHI

750

Diversified+21

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Communication Services	21.0%	$142,287,044	4
Industrials	19.9%	$134,829,520	11
Financial Services	13.0%	$87,976,112	5
Healthcare	11.6%	$78,416,753	8
Consumer Defensive	9.7%	$65,718,026	6
Technology	9.4%	$63,351,975	7
Energy	5.0%	$33,930,052	5
Consumer Cyclical	4.4%	$29,775,524	5
Basic Materials	4.3%	$29,363,130	2
Unclassified	1.7%	$11,546,290	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
CLF	Cleveland-Cliffs Inc.	+443,056	3,397,625	$28,709,931
KD	Kyndryl Holdings, Inc.	+100,000	200,000	$2,624,000
UPS	United Parcel Service Inc	+100,000	812,440	$79,927,847
NVDA	Nvidia Corp	+10,000	21,800	$3,801,920
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
Q	Qnity Electronics, Inc.	−1,000	3,274	$377,754
QQQ	Invesco Qqq Trust, Series 1	−400	6,500	$3,751,670
SPY	Spdr S&P 500 ETF Trust	−350	10,561	$6,868,240
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CPB	CAMPBELL'S Co	1,000,000	$22,270,000
TRI	Thomson Reuters Corp /Can/	25,000	$2,249,500
WMB	Williams Companies, Inc.	3,000	$218,340
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $142,287,044 total · Communication Services only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
T	At&T Inc. Communication Services	Held	4,323,320	$125,333,046	+16.7%	88.08%
DIS	Walt Disney Co Communication Services	Held	116,683	$11,245,907	−15.3%	7.90%
VZ	Verizon Communications Inc Communication Services	Held	105,000	$5,271,000	+23.3%	3.70%
GOOGL	Alphabet Inc. Communication Services	Held	1,520	$437,091	−8.1%	0.31%